Workflows: Transition Guide - Overview

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PROCORE SUPPORT: INTERNAL NOTES

Product Management has provided these videos to provide employees with additional information about the new Workflows tool.

Deep Dive Webinar - Build, Configure, Execute Workflows (Zoom Recording)
Video - Migrating Head Contracts from Legacy to Workflows (Wistia)
Additional Webinar - Transitioning to Workflows 2.0 (Wistia)

Ready to move your company to Procore's new Company level Workflows tool? Read this guide to help your company switch from Procore's legacy workflows experience to the improved Workflows tool.

This guide:

Compares and contrasts the key differences between the new and legacy workflow experience.
Highlights important considerations before making the switch.
Offers easy-to-follow instructions for a smooth transition process.
Provides additional resources for further information and support.